What are the responsibilities and job description for the Sr. Account Executive - Employee Benefits position at IMA Financial Group, Inc.?
ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Client Management
- Leads both long- and short-term strategic consultation and planning efforts for client benefit program.
- Ensures programs and plan design are in alignment with all applicable regulatory requirements.
- Utilize advanced knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team.
- Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting.
- Carrier and Vendor Relationships
- Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process with minimal assistance.
- Research current and emerging markets and products, bringing solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning.
- Production Partnership
- Co-facilitate finalist and/or prospect meetings as requested.
- Comprehensively develop and deliver prospect requests for proposals (RFPs).
- Ensure scheduled compensation is received and properly executed.
- Internal Resource
- Actively serve as a resource for other agency benefits staff throughout the entire benefits division.
- Lead and participate in special projects and agency-wide committees as requested.
- People Management
- Coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations.
- Participate in the hiring process for direct reports as well as additional department hires as needed.
- Serve as mentor and coach for account executives as needed.
- Provide feedback to service team members, and their director supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met.
REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
- 5 years of similar or related experience required.
- Demonstrates advanced business acumen related to strategy execution, interdependencies, and decision consequences.
- Demonstrates positive mindset and ability to optimize performance through collaboration.
- Demonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectiveness.
- Demonstrates advanced skills with MS Office Suite.
- Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions.
- Ability to attain and maintain Life and Health licensure
- 4-year degree in business or related discipline preferred.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
COMPETENCIES & TRAITS:
- Building relationships
- Invests in relationships to best achieve shared results.
- Takes initiative to engage with co-workers and clients.
- Self- Direction
- Ability to effectively plan and organize work independently.
- Takes initiative to establish goals, create deliverables, and lead projects.
- Manage Client Relationships
- Identifies key professional working relationships and works to develop them over time.
- Proactively engages in and promotes clear communication of information and needs within working relationships.
- Interpersonal skills
- Ability to foster and maintain healthy, mutually beneficial relationships with others.
- Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships.
- Problem Solving
- Ability to view situations in an objective or critical manner and choose the best solution accordingly.
- Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
